Chokshi & Queen Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Chokshi & Queen Wealth Advisors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.13M	Buy
2025 Q1	$2.78M	Sell
2024 Q4	$2.95M	Buy